Vertica Reporting User Guide - Micro Focus€¦ · Contents ProjectandPortfolioManagementCenter 1 Chapter1:Introduction 5 WelcometoVerticaforPPM 5 AudienceforthisDocument 5 VerticaforPPMContentonMicroFocusMarketplace

Software Version: Content Pack 1.0

Project and Portfolio Management Center

Vertica for PPM User’s Guide

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Document Release Date: November 2014 | Software Release Date: November 2014

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Vertica for PPM User’s GuideProject and Portfolio Management Center

Project and Portfolio Management Center (Content Pack 1.0) Page 2 of 28

Contents

Project and Portfolio Management Center 1

Chapter 1: Introduction 5Welcome to Vertica for PPM 5

Audience for this Document 5

Vertica for PPM Content on Micro Focus Marketplace 5

Chapter 2: Using Excel Reports for Vertica for PPM 6Software Requirements 6

Configuring the PPM Server to Use the Excel Reports 7

Running Excel Reports 7

Top 10 Skills Requested Report 8

Resource Location Distribution Report 9

Demand vs Supply Report 10

Resource Pools Allocation Report 12

Resource Distribution Report 13

Resource Assignment Report 14

Resource Utilization Report 18

Project Resource Leave Report 21

Resource Leave Report 22

Hot Positions Report 23

Position Demand Trend and Prediction Report 24

Resource Profile by Project Report 25

Resource Profile by Resource Pool Report 26

Send Us Feedback 28





Chapter 1: Introductionl "Welcome to Vertica for PPM" below

l "Audience for this Document" below

l "Vertica for PPM Content on Micro Focus Marketplace" below

Welcome to Vertica for PPMVertica for Project and Portfolio Management Center (PPM) Content Pack 1.0 provides you withrich resource management data in a dimensional model schema of the Vertica data warehousing.You can connect your Business Intelligence solution to Vertica data warehouse to generatereports and dashboards in real time. This content pack also includes 13 Microsoft Excel templates,which enables you to generate Excel-based reports in PPM.

This guide provides information about how to generate reports on Resource Management withVertica for PPM and descriptions of these 13 reports. You can extend this content pack to enableother PPM modules by referring to the Vertica for PPM Reporting Customization Guide forContent Pack 1.0.

For instructions on generating customized Excel reports, see PPM 9.50 Excel Reports Cookbook.

Note: Vertica for PPM Content Pack 1.0 supports the Resource Management module only.You can extend this content pack to enable other PPM modules by referring to the Verticafor PPM Reporting Customization Guide for Content Pack 1.0.

Audience for this DocumentThis document is written for PPM users, particularly users who act as direct managers, resourcemanagers, and project managers.

Vertica for PPM Content on Micro FocusMarketplaceTo access Vertica for PPM content on Micro Focus Marketplace:

1. Go to the Operational Reports Content for Project and Portfolio Management page.

2. Download Vertica for PPM 1.0.

Vertica for PPM User’s GuideChapter 1: Introduction


https://marketplace.microfocus.com/appdelivery/content/operational-reports-content-project-and-portfolio-management-0

Chapter 2: Using Excel Reports for Verticafor PPMThis section provides instructions on how to use the Microsoft Excel version of the reports thatMicro Focus supplies with Vertica for PPM from PPM.

l "Configuring the PPM Server to Use the Excel Reports" on the next page

l "Running Excel Reports " on the next page

The OOTB Vertica for PPMExcel reports include:

l Top 10 Skills Requested Report

l Resource Location Distribution Report

l Demand vs Supply Report

l Resource Pools Allocation Report

l Resource Distribution Report

l Resource Assignment Report

l Resource Utilization Report

l Project Resource Leave Report

l Resource Leave Report

l Hot Positions Report

l Position Demand Trend and Prediction Report

l Resource Profile by Project Report

l Resource Profile by Resource Pool Report

Software RequirementsYou should meet the following requirements to use Excel reports for Vertica for PPM:

l PPM 9.3x

For instructions on installing PPM 9.30, see Installation and Administration Guide.

For instructions on upgrading to PPM 9.30, see Upgrade Guide.

l Vertica for PPM Content Pack 1.0

For information about installing Vertica for PPM Content Pack 1.0, see Vertica for PPMAdministrator Guide for Content Pack 1.0.

l Microsoft Excel 2013

Vertica for PPM User’s GuideChapter 2: Using Excel Reports for Vertica for PPM


Configuring the PPM Server to Use the ExcelReportsTo use the Excel reports for Vertica for PPM, add the following data resource and resource linkinto the server.xml file in the <PPM_HOME>/server/<Instance Name>/conf/ folder.

Parameter Name Description Add

GlobalNamingResources Defines thedata source,user name,andpassword

<Resource maxIdle="10"driverClassName="com.vertica.jdbc.Driver"type="javax.sql.DataSource"auth="Container"name="VerticaDS" url="<vertica_db_url>"username="<username>"password="<password>" maxActive="60"validationQuery="select 1 from dual"maxWait="180000"minEvictableIdleTimeMillis="3600000"/

Note: You need to replace <vertica_db_url>,<username>, and <password> with the Verticadatabase server address, user name, andpassword of the Vertica database accountrespectively.

docBase="itg.war" Defines theresource link

<ResourceLink type="javax.sql.DataSource"name="VerticaDS" global="VerticaDS"/>

docBase="dashboard.war"

Note: You need to restart the PPM server after you made these changes.

Running Excel ReportsYou can run Excel reports with Vertica for PPM as you run other PPM reports.

For information about how to run reports, see PPM 9.50 Reports Guide and Reference.

The following is a list of reports you can run with Vertica for PPM:

l "Top 10 Skills Requested Report" on the next page

l "Resource Location Distribution Report" on page 9

l "Demand vs Supply Report" on page 10

l "Resource Pools Allocation Report" on page 12

l "Resource Distribution Report" on page 13

l "Resource Assignment Report" on page 14



l "Resource Utilization Report" on page 18

l "Project Resource Leave Report" on page 21

l "Resource Leave Report" on page 22

l "Hot Positions Report" on page 23

l "Position Demand Trend and Prediction Report" on page 24

l "Resource Profile by Project Report" on page 25

l "Resource Profile by Resource Pool Report" on page 26

In Vertica for PPM Content Pack 1.0 supplies only Resource Management reports. However, youcan extend this content pack to enable other PPM modules by referring to the Vertica for PPMReporting Customization Guide for Content Pack 1.0.

For instructions on generating customized Excel reports, see PPM 9.50 Excel ReportsCookbook.

Top 10 Skills Requested ReportThis report lists the 10 skills that are requested most frequently during a specified time period.This report includes the trend compared with the last period and the skill distribution patterns. Italso shows the trend of the 10 skills requested in the past two years.

As a resource manager, you can leverage this report for hiring and training planning.

Parameter Description

Period The time interval for data displayed in the report. Select one of the followingvalues:

l This Year

l This Quarter

l This Month

Parameter description

The following are two sample reports.



Resource Location Distribution ReportThis report shows how the resources are distributed geographically.

As a resource manager, you can leverage this report to understand and optimize all resource’sgeographical distributions.



You do not need to specify any parameter for this report.

The following is a sample report.

Demand vs Supply ReportThis report shows the resource demand and supply information for a specified resource pool. Thisreport contains a breakdown of over-allocated, on-bench, unmet, soft-booked, and committedresources.

With this report, as a resource manager, you can easily understand the status of the resourceutilization and the gap from the upcoming demands.




BeginPeriod

The first time period for which data is displayed in the report. Select a value fromthe Available Periods list.

End Period The last time period for which data is displayed in the report. Select a value fromthe Available Periods list.

PeriodType

The time interval for data displayed in the report. Select one of the followingvalues:

l Year

l Half Year

l Quarter

l Month

l Week

Resourcepool

Determines which resource pools are represented in the report. From theResource Pool Name list, select one resource pool name.





Resource Pools Allocation ReportThis report shows how all resource pools are being utilized through both percentage and personhours.

As a portfolio manager, you can leverage this report to understand the overall resource poolsallocation status and to plan for resource distributions at a strategic level.


BeginPeriod




The following are two sample reports.



Resource Distribution ReportThis report shows an overview of resource demand distribution on investment directions.

As a portfolio manager, you can leverage this report to understand whether daily execution isfully aligned with the company's strategies defined and tracked in PPM.

You do not need to specify any parameters for this report.




Resource Assignment ReportThis report shows an overall picture of the resource pool. This report includes the resourceassignment details (such as allocated, unassigned, or assigned) in a specified time period.

With this report, as a resource manager, you can also see a person's assignment.




BeginPeriod



PeriodType

The time interval for data displayed in the report. Select one of the followingvalues:

l Year

l Half Year

l Quarter

l Month

l Week

Resourcepool



The following are some sample reports.







Resource Utilization ReportThis report summarizes the resource utilization information for a specified project. The resourcesutilization rate is calculated by dividing actual hours by allocated hours.

As a resource manager, you can leverage this report to understand if the resources assigned tothe project are well utilized and adjust resources within the project and between projects.

This report contains utilization information during a time period and utilization information forindividual resources.




BeginPeriod



Period The time interval for data displayed in the report. Select one of the followingvalues:

l Year

l Half Year

l Quarter

l Month

l Week

ProjectName

Select the project name from the Project Name list.


The following are some sample reports.





Project Resource Leave ReportThis report shows the resources leave status for a specified project in a given period.

As a project manager, you can leverage this report to understand the resource availability, whichcan help you plan project schedules more effectively.


BeginPeriod







Resourcepool


Parameter description, continued


Resource Leave ReportThis report shows the resources leave status for a specified resource pool in a given period.

If you are a resource manager, this report can give you a big picture of the resource availability inthe resource pool you are managing.


BeginPeriod







Resourcepool


Parameter description, continued


Hot Positions ReportThis report shows the overall picture of positions requested in the past two years. It shows howrecently positions were requested, frequency, and volume in a person hour.

As a resource manager, you can leverage this report to understand which positions are mostpopular among the customers so that you can hire and train resources more effectively.

You do not need to specify any parameter for this report.




Position Demand Trend and Prediction ReportThis report shows the demand of a specified position in the past two years and also predicts thedemand in the near future.

As a resource manager, you can leverage this report to hire and train resources more effectively tomeet future demands.

This report provides a reasonable predication only when the historical data is complete enough.


Position Select the position that you want to know the trend.





Resource Profile by Project ReportThis report shows resources profiles for a specified resource pool, which includes resources roles,skills, hot skills, and location information. It also includes how many projects a resource hasparticipated in and how many years he/she has been working for the project.

As a resource manager, you can leverage this report to quickly view all resource information forthe resources you manage.


Project Name Select a project name from the Project Name list.





Resource Profile by Resource Pool ReportThis report shows the resource profiles for a specified project, which includes resources roles,skills, hot skills, and location information. This report also includes how many projects a resourcehas participated in and how many years the resource has been in this resource pool.

As a project manager, you can leverage this report to quickly understand the resource informationin your project, which can help you effectively manage the project.


Resourcepool

Determines which resource pools are represented in the report. From theResource Pool Name list, select the resource pool name.







Send Us FeedbackLet us know how we can improve your experience with the Vertica for PPM User’s Guide.Send your email to: [email protected]


mailto:[email protected]?subject=Feedback on Vertica for PPM User�s Guide (Project and Portfolio Management Center Content Pack 1.0)

Documents

Vertica Reporting User Guide - Micro Focus€¦ · Contents ProjectandPortfolioManagementCenter 1 Chapter1:Introduction 5 WelcometoVerticaforPPM 5 AudienceforthisDocument 5 VerticaforPPMContentonMicroFocusMarketplace